Personal Banker Jobs in Lexington, MA
Merrill Team Financial Advisor
- Quincy, MA (18 miles from Lexington, MA)
- 11 hours ago
- Quincy, MA (18 miles from Lexington, MA)
- 11 hours ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- South Hamilton, MA (21 miles from Lexington, MA)
- 14 hours ago
- South Hamilton, MA (21 miles from Lexington, MA)
- 14 hours ago
This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Boston, MA (10 miles from Lexington, MA)
- 15 hours ago
- Boston, MA (10 miles from Lexington, MA)
- 15 hours ago
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next...
JPMorgan Private Client Relationship Manager - Boston, MA
- Boston, MA (10 miles from Lexington, MA)
- 1 day ago
- Boston, MA (10 miles from Lexington, MA)
- 1 day ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Private Client Financial Advisor
- Bedford, MA (4 miles from Lexington, MA)
- 1 day ago
- Bedford, MA (4 miles from Lexington, MA)
- 1 day ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Boston, MA (10 miles from Lexington, MA)
- 1 day ago
- Boston, MA (10 miles from Lexington, MA)
- 1 day ago
Client Relationship Manager - SA08AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every...
Financial Advisor - Career Change Opportunity
- South Hamilton, MA (21 miles from Lexington, MA)
- 2 days ago
- South Hamilton, MA (21 miles from Lexington, MA)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Merrill Experienced Financial Advisor
- Wellesley Hills, MA (10 miles from Lexington, MA)
- 4 days ago
- Wellesley Hills, MA (10 miles from Lexington, MA)
- 4 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Personal Banker Associate I - Bethany Village (Milton, GA)
- Milton, MA (16 miles from Lexington, MA)
- 5 days ago
- Milton, MA (16 miles from Lexington, MA)
- 5 days ago
Banker job family....
Financial Advisor II Southwest Health Plans
- Salem, MA (16 miles from Lexington, MA)
- 7 days ago
- Salem, MA (16 miles from Lexington, MA)
- 7 days ago
Job Listing ID: 4277148 Job Title: Financial Advisor II Southwest Health Plans Application Deadline: Open Until FilledJob Location: Salem Date Posted: 05/22/2025Hours Worked Per Week: Not Provided...
Financial Advisor II Southwest Health Plans
- Boston, MA (10 miles from Lexington, MA)
- 8 days ago
- Boston, MA (10 miles from Lexington, MA)
- 8 days ago
About Us** Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in...
- Boston, MA (10 miles from Lexington, MA)
- 9 days ago
- Boston, MA (10 miles from Lexington, MA)
- 9 days ago
Position Overview** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Boston, MA (10 miles from Lexington, MA)
- 12 days ago
- Boston, MA (10 miles from Lexington, MA)
- 12 days ago
JOB REQUIREMENTS Ability to work a flexible schedule based on the hours of operation of the Bank, including Saturday mornings Ability to lift 30 pounds Basic knowledge of keyboard and computer...
Financial Advisor - Nashua, NH
- Nashua, NH (22 miles from Lexington, MA)
- 14 days ago
- Nashua, NH (22 miles from Lexington, MA)
- 14 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
- Boston, MA (10 miles from Lexington, MA)
- 14 days ago
- Boston, MA (10 miles from Lexington, MA)
- 14 days ago
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
Demographic Data for Lexington, MA
Moving to Lexington, MA? Find some basic demographic data about Lexington, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lexington, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lexington, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Dodd-Frank
- Account Opening
- Asset Allocation
- BSA
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Compensation and Benefits
- Client Services
- Notary Public
- Customer Satisfaction
- Cash Handling
- Inbound/Outbound Calling
- Referrals
- Risk Management
- Relationship Management
- Customer Relations
- High School Diploma
- Retail
- Military Background
- Written Communication
- Listening
- Business Development
- Telephone Skills
- Interpersonal Skills
- Coaching
- Flexibility
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills